CPA
Clear Perspective Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,845
| Closed | -$326K | – | 123 |
|
|
2020
Q1 | $326K | Sell |
8,845
-3,705
| -30% | -$137K | 0.22% | 82 |
|
|
2019
Q4 | $572K | Buy |
+12,550
| New | +$572K | 0.35% | 67 |
|
|
2018
Q3 | – | Sell |
-3,716
| Closed | -$158K | – | 234 |
|
|
2018
Q2 | $158K | Sell |
3,716
-97
| -3% | -$4.12K | 0.11% | 158 |
|
|
2018
Q1 | $149K | Sell |
3,813
-989
| -21% | -$38.6K | 0.11% | 156 |
|
|
2017
Q4 | $189K | Buy |
4,802
+1
| +0% | +$39 | 0.14% | 136 |
|
|
2017
Q3 | $181K | Buy |
4,801
+243
| +5% | +$9.16K | 0.15% | 137 |
|
|
2017
Q2 | $164K | Buy |
4,558
+749
| +20% | +$27K | 0.14% | 132 |
|
|
2017
Q1 | $137K | Hold |
3,809
| – | – | 0.09% | 144 |
|
|
2016
Q4 | $135K | Buy |
+3,809
| New | +$135K | 0.09% | 146 |
|